Roles and permissions

Everyone in Vein belongs to one company and holds one role inside it. That role decides which controls you see. The important thing to know up front is that Vein hides controls you cannot use rather than showing them greyed out. If a colleague describes a button you cannot find, you are almost certainly on a lower role rather than looking in the wrong place. Companies and investment firms use different ladders, because they do different work. Both run from least to most permissive, and each role includes everything below it.

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If you are a company

The line that catches people out is sending. A member can assemble an entire report and never find the control that delivers it, because sending is the step that puts numbers in front of an outsider. If you are building reports but cannot send them, ask an admin either to send yours or to raise your role.

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If you are an investor

Every outbound action toward a portfolio company — a one-off request, a standing schedule, a saved template — is an admin decision, because each one puts an ask in front of an outsider on the firm’s behalf. A member currently has the same access as a viewer; the role exists for firms that want to bring someone on before deciding how much they should be able to commit the firm to.

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Managing your team

Admins and owners manage their company’s team from the Team Management section of Settings, which lower roles do not see at all.

• Invite Member takes an email address and an optional message and sends an invite link that expires after seven days. Everyone invited this way joins as a viewer, so promote them afterwards if they should do more.
• Press the pencil to change the role of someone below your own role. Owners can assign admin, member, or viewer; admins can assign member or viewer. Contact team@vein.finance for an ownership change.
• Remove a member from the same table. Removing someone can delete their login entirely, not only their place in your company, which frees their address to be invited again.

Both ladders use the same four names, so a role means what the tables above say on whichever side of the product you are on. If you cannot reach anyone on your team who can change a role, email team@vein.finance with the company name, the person’s email address, and the role you want.